The Week: Revisiting unfashionable emerging markets
Emerging markets have been a tough spot over the past 12 months, even by the standards of 2022. However, there are better signs for many emerging markets in the year ahead.
Adviser-Hub 12th Jan 2023
Corporate bonds: compelling yields versus imminent recession
It’s been a tough year for corporate bonds, but after a widening of spreads, valuations look attractive. However, they will need to navigate recession in 2023. Can they sti...
Government bonds: a return to normal?
Government bonds lost their safe haven status in 2022, but yields are now higher than they have been in over a decade. Will government bonds assume their traditional role in a po...
2023: will inflation and interest rates change direction?
The path of inflation and interest rates has preoccupied investors in 2022. Fixed income markets have been forced to make a significant adjustment to a different economic outlook. The shift has bee...
Perspectives – Time to pivot from worrying about inflation to worrying about employment?
How is a strong employment market giving the Fed a headache? Premier Miton’s David Jane, considers how low US unemployment is posing a real conundrum for both markets and t...
Premier Miton Investors 9th Jan 2023
U.S. markets outlook for 2023
Capital Group economist Jared Franz expects the U.S. economy to contract by about 2% in 2023. That would be worse than the tech and telecom bubble of the early 2000s, but not nearly as bad as the 2...
Capital Group 9th Jan 2023
Sustainable Times
Neil Birrell, CIO and manager of the Premier Miton Diversified fund range, looks at the bond portfolio within the Premier Miton Diversified Sustainable Growth...
Premier Miton Investors 6th Jan 2023
What does climate adaptation mean for EM investment?
BNY Mellon Investment Management global head of responsible strategy Kristina Church looks at efforts to boost emerging market resilience.
BNY Mellon Investment Management 6th Jan 2023
COP15: a first-hand account and Schroders’ top three take aways
The biggest biodiversity summit in history has delivered a new deal for nature. A number of Schroders experts were in Montreal for the event.
Schroders 6th Jan 2023
Notes from the road
Ninety One’s Michail Diamantopoulos reports on various shifts taking place in Gulf Cooperation Council countries and their relevance for EM debt investo...
Ninety One 6th Jan 2023
CIO Insight note – Reasons to be cheerful: Part 4
Neil Birrell, Premier Miton’s Chief Investment Officer, packs away his Christmas jumper and finds plenty of investment reasons to be cheerful in 2023.
Premier Miton Investors 5th Jan 2023
Global updates: Markets end 2022 on a negative note
Global equity markets ended 2022 in negative territory as investors took stock of a torrid year and looked ahead to the prospect of slowing global growth and persistent inflationary pressures.
Adviser-Hub 5th Jan 2023
UK market review: Lacklustre 2022 draws to a close
December saw the Bank of England announce its ninth consecutive increase in interest rates.
Market briefings looking back at December
A selection of articles, written by our expert investment writers that cover the markets looking back through December.
Can unemployment stay this low?
Across the world, unemployment is nearing record lows. Yet labour disputes abound, and wage growth is under pressure. BNY Mellon’s unemployment infographic tells the story of the world’...
BNY Mellon Investment Management 5th Jan 2023
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